Get a central view of portfolio performance

Manage portfolio risk with unified data and reporting

The difference

Banyan

How teams operate before and after replacing disparate data sources with a dynamic software layer

Without Banyan

• Pulling financials and production data from spreadsheets by hand wastes time and slows decisions
• Bloated Excel workbooks turn fragile and crash-prone as portfolios grow
• Teams find out about underperforming assets too late

With Banyan

• Integrate disparate data sources through our data importer
• Pre-built reporting dashboards map financial, production, and impact data
• KPI dashboard and alerts escalate when project performance is off-track

Centralize portfolio data

Access the insights you need across your portfolio:

• Financial metrics (IRR, DSCR, and more)
• Asset performance metrics (kWh, MW, and more)
• Impact metrics (CO2 avoided, affordable housing units upgraded, and more)

Reporting

Advanced portfolio reporting

Understand portfolio performance and maximize profitability with:

• Standardized reporting at the portfolio, fund, and project level
• Generate and share reports on portfolio performance against forecasts, budgets, and other key social and environmental metrics
• Roll up or drill down on the same metrics across your portfolio, from the fund view down to individual projects

KPI monitoring

KPI monitoring and risk management

Automate your reporting and compliance obligations at scale with an auditable system of record

• Always-on monitoring and alerts for performance and unmet KPI thresholds
• Leave comments and notes on portfolio performance to keep tabs on trends
• Make faster decisions and reduce risk with a centralized view of your portfolio performance

Monitor

portfolio performance

See Banyan in action. Book a demo and we'll tailor the walkthrough to how your portfolio and deals are structured.